The Smart Guide to RSUs, Stock Options & Taxes | 6/10/26

In this comprehensive educational webinar, Tom Burkholz, manager of financial planning at Annex Wealth Management, and his colleague Arabella Perrens explore the intricacies of equity compensation, particularly focusing on Restricted Stock Units (RSUs) and Nonqualified Stock Options (NQSOs). They discuss various flavors of equity comp, emphasizing the importance of understanding individual situations regarding risk tolerance and financial goals. Key topics include the taxation timeline for both RSUs and NQSOs, the implications of vesting schedules, and strategies for selling or holding shares upon vesting. The presenters highlight the growing trend towards RSUs in corporate compensation packages and provide insights into how equity compensation can align employee and employer incentives. They also address complex tax considerations and planning strategies, making it clear that educated decision-making is crucial for maximizing financial benefits from equity compensation.